What you'll learn
- Customize the security model in CRM
- Implement the auditing capability in CRM
- Configure the various settings in CRM
- Add users and create teams
- Work with email and queues
- Create solutions to backup security roles
Requirements
- Microsoft Dynamics 365
- Covers Cloud implementations
- A Test CRM environment to work with
Description
Microsoft Dynamics CRM is a web application that sits on top of the Microsoft Technology stack and includes a variety of other servers and roles - Active directory, SQL Server, Exchange Server, and SharePoint Server to name a few. CRM is a business application that embraces end user customization and can change rapidly in response to business needs. These customization's are deployed via a Solution file.
This course will give you a foundation in Microsoft Dynamics 365 CRM Administration and provide you with the information you need to handle the day-to-day administrative details. Each Solution will have its specific needs and each organization will have it's own way of handling it. While a CRM Administrator's role can vary widely from one organization to the next, this course focuses on the key areas that are common to all solutions.
Who this course is for:
- Beginning to Intermediate administrators
- People who want to understand more about CRM and how it works
Instructor
I have been a professional consultant in the computer field for over thirty years. I was a Microsoft Certified Trainer for eight years and have specialized in Microsoft Dynamics CRM (Customer Relationship Manager) since version 1.2. I have worked as a developer, mentor and trainer and often travel to various clients across the United States.
One major product I designed and developed converted a Crystal Report file to a SQL Reporting Services file. Prior to this effort, I focused on building web based systems that were both reliable and redundant. My passion is designing solutions and then developing the hardware and software to bring them to life.
I have developed training materials for various clients concerning their implementation(s). Currently I am spending my time with Unity 3D and developing various training courses.